Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Tax Manager (Individual, Trust, Estate, and Gift Specialty)

Doeren Mayhew

Tax Manager

Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy, Michigan with 25 offices across the country and abroad. Founded in 1932, Doeren Mayhew is recognized as the 37th largest CPA firm in the U.S. and is positioned for successful future growth. If you want to join a rising firm that is consistently named among the 50 best-managed firms in the nation, this is the firm for you.

Our firm is seeking a Tax Manager in our Grand Rapids, MI office, specializing in estate, gift, trust and high net worth individual taxation. The manager in this role will interact with clients on a regular basis while reporting to firm principals within our Domestic Tax Group. The manager will work with legal and tax professionals and taxing authorities on matters relating to federal and state individual income taxes, estate and fiduciary income taxes, and postmortem tax issues and estate administration.

Responsibilities:

  • Prepare or review income tax returns, trust returns, estate tax returns, and other documentation for compliance with tax laws and regulations
  • Work with clients, estate's attorney, related professionals and internal engagement teams to resolve tax-related issues and administration matters
  • Review, analyze, and interpret trust documents and wills and develop knowledge about tax implications of language in documents
  • Meet time constraints and client deadlines
  • Begin acquiring the skills necessary to develop quality client relationship
  • Participate in firm training courses to further develop technical skills
  • Provide excellent client service by producing quality work, quick turnaround and attentive service
  • Assist in tax research related to income, trust and estate laws
  • Assist team in developing new processes and improve existing processes to streamline services for individual, trust, and estate tax compliance and consulting

Qualifications:

  • Bachelor's Degree and/or Master's Degree in Accounting/Taxation
  • 5+ years of recent public accounting experience or related governmental experience
  • CPA License or Enrolled Agent status
  • Demonstrated technical knowledge in individual, trust, and estate tax returns
  • Excellent analytical, problem-solving, and research skills
  • Excellent communication and writing skills
  • Ability to make and support decisions regarding accounting and tax matters
  • Ability to perform multiple engagements and meet deadlines
  • Ability to mentor, lead, and train people and to adapt to different learning styles of others
  • CCH Axcess software experience helpful, but not required
  • Located within commuting distance of Grand Rapids office

Doeren Mayhew is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; age; disability; sexual orientation; gender identity or expression; genetic predisposition or carrier status; veteran, marital, or any other status protected by law.

Doeren Mayhew
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Tax Manager (Individual, Trust, Estate, and Gift Specialty) in Grand Rapids, MI vacancy
  • We are looking for an accomplished Trust & Estate Tax Manager to support a growing public accounting...  ...position focuses on advising high-net-worth individuals, families, fiduciaries, and related...  ...matters involving trusts, estates, gifts, and individual income tax. The role... 
    Suggested
    Work at office
    Local area

    Robert Half

    Grand Rapids, MI
    3 days ago
  •  ...Companies is hiring a Director of Trust & Estate Tax Services. This is a new...  ...estate income tax returns, gift tax returns, estate tax returns...  ..., and each decedent's final individual return. You personally...  ...with support from your firm management team. \n Design the seats... 
    Suggested
    Work at office

    H&S Companies, CPAs & Business Advisors

    Grand Rapids, MI
    7 days ago
  • $105.38k - $215.38k

    Position Summary Are you a tax professional who enjoys building trusted relationships with high-net-worth individuals, families, and their advisors?...  ...complex matters involving gifts, trusts, or wealth transfer? If so, this Tax Manager opportunity within Deloitte Tax... 
    Suggested
    Work at office
    Local area

    Deloitte

    Grand Rapids, MI
    4 days ago
  •  ..., our International Tax Practice helps clients...  ...International Tax Manager to serve as a trusted advisor to clients,...  ...benefits Cross-border estate, gift, and trust activity...  ...businesses, individuals, trusts, and estates...  ...opportunity to join a growing specialty practice where your... 
    Suggested
    Flexible hours

    Rehmann

    Grand Rapids, MI
    3 days ago
  •  ...Tax Manager OpportunitySeeking a Tax Manager opportunity to lead tax compliance,...  ...advisory engagements for high net worth individuals, families, trusts, estates, private foundations, and closely...  ...of individual, trust, estate, gift, partnership, and S corporation taxation... 
    Suggested

    Synectics

    Ada, MI
    5 days ago
  • $147.4k - $336.8k

     ...Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide...  ...trends to maintain credibility as a trusted advisor. Building client relationships...  ...reasonable accommodation to qualified individuals with disabilities. If you have a... 
    Seasonal work
    Flexible hours

    EY

    Grand Rapids, MI
    4 days ago
  •  ...provide comprehensive wealth management, investment advisory, and...  ...Cambient is seeking a Director of Tax and Estate Planning to lead the...  ...client relationships. This individual will work directly with client families on trust, estate, gift, succession, and income tax... 
    Work at office

    Cambient Family Office

    Ada, MI
    7 days ago
  • $112k - $150k

     ...experience serving high net-worth individuals, their families, family...  ...people with complicated tax and financial structures....  ...in all aspects of estate, income, gift, and trust tax consulting and compliance...  ...insurance planning.A Tax Manager, Private Client Services is... 
    Private practice
    Work at office

    BDO International

    Grand Rapids, MI
    4 days ago
  •  ...seeking a dynamic and experienced Senior Manager to join our Housing and Community Development...  ...leader with deep expertise in Historic Tax Credits (HTC) and New Markets Tax Credits...  ...in an inclusive environment, with their individual, unique identities. So, what are you... 
    Remote work
    Flexible hours

    Plante Moran

    Grand Rapids, MI
    4 days ago
  • $120k - $140k

     ...Private Client Services Tax Manager Private Client Services at BDO is a boutique...  ...experience serving high net-worth individuals, their families, family offices, C-...  ...Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance;... 
    Private practice
    Work at office

    BDO USA

    Grand Rapids, MI
    2 days ago
  •  ...businesses and high-net-worth individuals. Our firm values technical...  ...are seeking an experienced Tax Senior Manager to lead tax engagements, mentor staff and serve as a trusted advisor to our clients. The...  ...C corporations, trusts, and estates Serve as primary point of contact... 
    Full time
    Flexible hours

    Goodlander Swett & Rybicki CPA

    Grand Rapids, MI
    3 days ago
  • Job Summary:The Tax Manager, Core Tax Services is responsible for advising clients on the...  ...applicability of CTS and STS consulting specialties for each clientDevelops and implements...  ...regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate,... 
    Work at office
    Local area

    BDO International

    Grand Rapids, MI
    4 days ago
  •  ...Partners LLC (GVP) and Greenville Asset Management (GAM) together (Greenville) are a...  ...Position Description: The Accounting & Tax Specialist is responsible for processing...  ...preparation, review, and management of the individual, gift, trust, and/or investment entity tax... 
    Work at office
    Local area
    Remote work
    Flexible hours

    Greenville Partners LLC Defunct

    Grand Rapids, MI
    5 days ago
  •  ...Tax Manager Doeren Mayhew is a tax, assurance and advisory firm headquartered in Troy...  ...partnership, C- and S-corporations, and related individual and trust tax returns, as well as identifying...  ..., partnerships, individuals, trusts, estates, etc. for clients in a variety of... 
    Work at office

    Doeren Mayhew

    Grand Rapids, MI
    5 days ago
  • $145.31k - $196.6k

     ...the lives of patients while transforming your career.Account Manager/Specialty Account Manager - Endocrinology Rare DiseaseTerritory covers...  ...veteran status, or disability status.We will ensure that individuals with disabilities are provided reasonable accommodation to participate... 
    Full time
    Work at office
    Remote work
    Flexible hours
    Night shift

    Amgen

    Grand Rapids, MI
    4 days ago
  • $99k - $266k

     ...advisory needs such as audit, tax compliance, and planning to...  ...entrepreneurs, and high net worth individuals. You’ll be assisting the team...  ...on key issues like wealth management, compliance, cash flow...  ...Supervising teams to foster trust and innovation- Coaching staff... 
    Full time
    H1b

    PwC

    Grand Rapids, MI
    4 days ago
  • $27 - $41 per hour

     ...is seeking highly motivated individuals to join our dynamic team as dedicated...  ...unique opportunity combines tax expertise, entrepreneurial...  ...Expert, you will serve as a trusted advisor, empowering customers...  ...independently while managing multiple priorities. * Proficient... 
    Work at office
    Local area
    Monday to Friday

    Intuit

    Grand Rapids, MI
    1 day ago
  •  ...multi-disciplinary accounting, tax, and advisory firm serving the...  ...government and high-net-worth individuals. We are dedicated to providing...  ...career! International Tax Manager The essential duties and responsibilities...  ...approach Develop trust worthiness with the client and... 

    CPS

    Grand Rapids, MI
    4 days ago
  • $116.2k - $242k

     ...integrated team of dedicated indirect tax professionals and you'll have...  ...interested in people who can manage multiple challenging tax...  ...– $116,200 to $212,900 Individual salaries within these ranges are...  ...the planet, while building trust in capital markets. Enabled... 
    Full time
    Work experience placement
    Summer holiday
    Local area
    Immediate start
    Flexible hours

    EY

    Grand Rapids, MI
    8 days ago
  • $110.7k - $226.13k

    Position Summary Join Deloitte Tax LLP’s Global Employer Services practice as a Tax Manager, Equity Operations, where you will advise clients on how to...  ...be filled. At Deloitte, it is not typical for an individual to be hired at or near the top of the range for their... 
    Local area
    Visa sponsorship

    Deloitte

    Grand Rapids, MI
    1 day ago
  • $110.7k - $226.13k

     ...stakes business decisions? Join Deloitte Tax LLP’s Global Employer Services (GES) Rewards...  ..., 2027. Work you'll do As a Deloitte Tax Manager on the Global Employer Services, Rewards...  .... At Deloitte, it is not typical for an individual to be hired at or near the top of the... 
    Local area
    Visa sponsorship

    Deloitte

    Grand Rapids, MI
    3 days ago
  • $120k - $160k

     ...ample learning opportunities. Job Description: As a Tax Manager, you will play a key role in managing a diverse portfolio of...  ...preparation, and planning for a wide range of clients, including individuals, businesses, and nonprofits. Lead and mentor a team of tax... 
    Local area
    Flexible hours

    Levelociti

    Grand Rapids, MI
    a month ago
  • $93k - $189k

    DescriptionThe Director of Tax will provide strategic leadership and oversight...  ...Impact Capital ("CIC"). This individual will lead the tax function supporting...  ...tax planning, and tax-related risk management while serving as a trusted advisor to CIC senior management.In... 
    Full time
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Grand Rapids, MI
    1 day ago
  •  ...atmosphere of a small organization.Trust in Each Other. Each employee...  ...with pride.SummaryThe Payroll Manager is responsible for the overall...  ..., reconciliations, payroll tax and reporting requirements, employee...  ...same in team members. This individual should consistently promote... 
    Work at office
    Local area
    Shift work

    Mary Free Bed Rehabilitation Hospital

    Grand Rapids, MI
    2 days ago
  •  ...Tax Manager/Senior Manager The Tax Manager/Senior Manager will be responsible for leading complex tax engagements and managing workflows and deliverables. The Tax Manager is expected to communicate effectively both orally and in written form and be a licensed CPA... 
    Hourly pay
    Work at office
    Flexible hours

    Maner Costerisan

    Grand Rapids, MI
    5 days ago
  •  ...budgeting and forecasting, cash flow management, internal controls, and...  ...with external auditors, tax advisors, banks, bonding companies...  ..., and pursuits as the individual gains experience, grows, and...  ...full range of concrete-related specialties. Every Kent Companies project... 
    Weekly pay
    Full time
    For contractors
    Work at office
    Local area

    Kent Companies

    Grand Rapids, MI
    1 day ago
  •  ...Effect, we bring the season’s trendiest gift and lifestyle products to life with enhanced...  ...Strong organizational and time management skills Effective written and verbal communication...  ...accommodations may be made to enable individuals with disabilities to perform the... 
    Full time
    Internship
    Work at office
    Shift work

    The Darling Effect

    Grand Rapids, MI
    1 day ago
  •  ...locations in Wyoming and Nebraska to find tax talent to join their team in hybrid, and...  ...package! What's the role? Tax Seniors and Managers are a key part of the business tax team...  ...and reports. Preparing corporate and individual tax returns. Building new and... 
    Work experience placement
    Work at office
    Remote work
    Relocation
    Relocation package
    Monday to Friday
    Flexible hours

    Workforce Solutions, LLC

    Wyoming, MI
    a month ago
  • $120k - $155k

     ...Description Job Description Tax Manager, CPA Privately Held Business...  ...planning, and serving as a trusted advisor to privately held businesses...  ...reviewing business and individual tax returns ~ Strong tax...  ...Service businesses Real estate investors Closely held corporations... 
    Local area
    Flexible hours

    Wertz & Associates

    Grand Rapids, MI
    7 days ago
  • $16 - $20 per hour

     ...Tax Accountant (Intern or Recent Graduate) We are seeking a motivated and...  ...federal, state, and city tax returns for individuals, businesses, and trusts/estates Preparation of client financial...  ...Excellent organizational and time management abilities Strong attention to detail... 
    Hourly pay
    Full time
    Internship
    Work at office

    CPA Services of West Michigan LLC

    Grand Rapids, MI
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Tax Manager (Individual, Trust, Estate, and Gift Specialty). Be the first to apply!